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<instructor>
Oct 2020 version
Dashboard in a Day
Power BI
Prerequisites and setup steps
At minimum, a computer with 2-cores and 4GB RAM running Windows 8 / Windows Server 2008 R2, or later
Display: At least 1440x900 or 1600x900 (16:9) recommended.
Internet connectivity: You must have the ability to connect to the Internet outside your organization
Microsoft Power BI Desktop installed: you should have downloaded and installed Power BI Desktop from
the Microsoft Store https://go.microsoft.com/fwlink/?linkid=2135345 or from the download center
https://go.microsoft.com/fwlink/?linkid=2135519
Microsoft Power BI Desktop requires Internet Explorer 10 or later.
Signup for Power BI: Go to http://aka.ms/pbidiadtraining and sign up for Power BI with a business email
address. If you cannot sign up for Power BI, let the instructor know.
If you have an existing account, please go to http://aka.ms/pbidiadtraining and Sign in using your
Power BI account
Attending Online session – you must get the meeting invite and synchronize with the presenter prior to the
event start for online attendance computability
Install Microsoft Teams
Agenda (times are approximate and will be fluid with the class)
Morning
09:00 AM – 10:00 AM Introduction to Power BI and Power BI Demo
10:00 AM – 10:30 AM Lab 1 Accessing& Preparingthe data
10:30 AM – 10:45 AM Break
10:45 AM – 11:15 AM Lab 1 Solution + Questions
11:15 AM – 11:45 AM Lab 2 Data Modeling and Exploration
11:45 AM – 12:15 PM Lab 2 Solution + Questions
12:15 PM – 01:00 PM Break for lunch
Afternoon
01:00 PM – 01:30 PM Lab 3 Visualizations
01:30 PM – 02:00 PM Lab 3 Solution + Questions
02:00 PM – 02:30 PM Lab 4 PublishingandaccessingReports (optional Power BI Service demo)
02:30 PM – 02:45 PM Break
02:45 PM – 03:15 PM Lab 4 Solution + Questions
03:15 PM – 03:45 PM Lab 5 Buildinga Dashboardand Sharing
03:45 PM – 04:15 PM Lab 5 Solution + Questions
04:15 PM – 05:00 PM Q&A
Dashboard
in a Day
Digital Transformation
Optimize
operations
Transform
products
Empower
employees
Engage
customers
Digital Feedback Loop
Data +
intelligence
Optimize
operations
Transform
products
Empower
employees
Engage
customers
1
Data
Capture digital signal across business
2
Intelligence
Connect and synthesize data
3
Action
Improve business outcomes
Digital Feedback Loop
Optimize
operations
Transform
products
Empower
employees
Engage
customers
1
Data
Capture digital signal across business
2
Intelligence
Connect and synthesize data
3
Action
Improve business outcomes
Data +
intelligence
Microsoft Power Platform
The low-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications
Innovationanywhere.Unlocks valueeverywhere.
Power BI
Business analytics
Power Apps
Application development
Power Automate
Process automation
Power Virtual Agents
Intelligent chatbots
Data
connectors
Portals AI Builder Common Data Service
The Evolution of BI
1st wave
Corporate BI IT to end user
2nd wave
Self-service BI Analyst to end user
3rd wave
End user BI Everyone
PowerBI
Break down data silos and
enrich your data with
intelligence
All Data For Every Decision
Integrate trusted and secure BI
into the fabric of your
organizationandapps
Power BI drives a data culture for everyone and every decision
Create rich-interactive
data experiences with
AI infusedinsights
For Everyone
Why Power BI?
Power BI Desktop is free
Real time dashboards and interactive reports
Natural Language query & AI insights
Custom visualizations and custom connectors
Integration with Excel, Power Point, SharePoint and TEAMS
PowerBI
Desktopis free
Real time
dashboardsand
interactivereports
Natural Language
query& AI
insights
250+ Custom
visuals
Integrationwith Excel, Power
Point,SharePoint and TEAMS
The
LARGEST GLOBAL
FOOTPRINT
43 Languages
Primary and backup​
datacenters worldwide​
40
National
Clouds
US Government​,
China​ & Germany​
February 2020
A Magic Quadrant Leader in
Analytics & BI Platforms*
*Gartner “Magic Quadrant for Analytics and Business Intelligence Platforms,” by James Richardson, Rita Sallam, Kurt Schlegel, Austin Kronz, Julian Sun 11 February 2020
The above graphics were published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any
vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's
research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a
registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
Microsoft Positioned
as a Leader in The
Forrester Wave™
Enterprise BI Platforms (Vendor-Managed), Q3 2019*
“…in the last two to three years Power BI is
getting a lot of attention…”
The Forrester Wave™
Enterprise BI Platforms (Vendor-Managed)
03/2019
“They are leapfrogging competitors.”
– Boris Evelson
Vice President, Principal Analyst
Source: Forrester Research, Inc. Unauthorized reproduction, citation, or distribution prohibited.
Power BI
Demo
End User Needs
Explore
Visualize
Access
Share
Mash-up
Clean
Lab overview
Prepare Explore Visualize
Share &
collaborate
Access all your DATA Prepare Explore Visualize
Share &
collaborate
Data sources
SaaS solutions
e.g. Marketo, Salesforce,
GitHub, Google Analytics
Organizational
Corporate data sources or
external data services
On-premises
Data
Azure services
Azure SQL, Stream
Analytics…
Excel files Power BI Desktop files
Data from files, databases,
Azure, and other sources
Connect to 135 + data sources,
both on-premises and cloud
Data from Applications
• SaaS services that you alreadyuse
Data from your organization
• Content publishedby others in your org
(Datasets and Dataflows)
Big data and more
• Azure data services,e.g. SQL DW, ADLS.
• On-premises data sources,
e.g. Oracle & SSAS
Data from files
• Import data from Text, CSV, Excel
and Power BI Desktop files
Clean and mash-up your DATA Prepare Explore Visualize
Share &
collaborate
Consolidate data from a broad range of
sources
• Merge or append queries to combine
data from multiple queries into a
single query
Transform data to fit your needs using
intuitive UI
• Select data for inclusion
• Cleanse data and remove errors
Define calculations to generate new
fields for use in reports
Develop advanced analytics using a
combination of measures and
relationships
• Uncover correlations, highlight exceptions
and understand business outcomes
Lab 01 -
Accessing &
Preparing the data
Explore your DATA Prepare Explore Visualize
Share &
collaborate
Explore data in a variety of ways and
across multiple visualizations using drag
and drop canvas
Dig deeper into your reports
• Drill-down in your hierarchical data
• Filter, sort, hover over and highlight data
Leverage Quick Insights to find insights
in your data
Ask questions of your data in natural
language with Q&A
• Type questions in plain language
• Q&A intelligently filters, sorts, aggregates,
groups and displays data based on
the question
Lab 02 -
Data Modelling and
Exploration
Community
Maximize your BI investments with Azure Synapse Analytics
Free Infographic Free Whitepaper Free eBook Free eBook
Get Started Today with a Free Azure Synapse Analytics Trial
Explore and share
your data stories
In the Data Stories Gallery
And
COVID-19 Data Stories Gallery
Lab overview
Prepare Explore Visualize
Share &
collaborate
Prepare
Share &
collaborate
Explore Visualize
Visualize your DATA
Visualize data in a variety of ways
Growing number of visualization types
• Donuts, basic area, waterfall, filled maps,
tree maps, funnel, gauges combo charts
and more
• Custom visuals available from Power BI
Visuals Marketplace
• Tools to develop, test, package new
custom visuals
Visualizations on report page are
connected – select value in one
visualization to change other
visualizations
Full screen pop out mode for report
visuals to show additional details
Lab 03 -
Visualizations
Bring your story to life with DATA Prepare Explore Visualize
Share &
collaborate
Save Power BI Desktop report files and
easily publish them to powerbi.com
Access dashboards using native mobile
apps for Windows, iOS and Android
Share as appropriate with other Power BI
users in your organization
Package your reports in apps for easy
consumption and control
Easily embed interactive Power BI
visualizations in blog posts, websites,
through emails or social media With Power
BI Publish to web
Access your story everywhere
with Mobile
Prepare Explore Visualize
Share &
collaborate
Access dashboards using
native mobile apps for
Windows, iOS and Android
Easy sign in page
Quick Access reports
Your personal
Recent Activity feed
Lab 04 -
Publishing and
accessing Reports
Lab 05 -
Building a Dashboard
and Sharing
Get Started Now at
PowerBI.com
Q&A

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Dashboard in a Day

  • 2. Prerequisites and setup steps At minimum, a computer with 2-cores and 4GB RAM running Windows 8 / Windows Server 2008 R2, or later Display: At least 1440x900 or 1600x900 (16:9) recommended. Internet connectivity: You must have the ability to connect to the Internet outside your organization Microsoft Power BI Desktop installed: you should have downloaded and installed Power BI Desktop from the Microsoft Store https://go.microsoft.com/fwlink/?linkid=2135345 or from the download center https://go.microsoft.com/fwlink/?linkid=2135519 Microsoft Power BI Desktop requires Internet Explorer 10 or later. Signup for Power BI: Go to http://aka.ms/pbidiadtraining and sign up for Power BI with a business email address. If you cannot sign up for Power BI, let the instructor know. If you have an existing account, please go to http://aka.ms/pbidiadtraining and Sign in using your Power BI account Attending Online session – you must get the meeting invite and synchronize with the presenter prior to the event start for online attendance computability Install Microsoft Teams
  • 3. Agenda (times are approximate and will be fluid with the class) Morning 09:00 AM – 10:00 AM Introduction to Power BI and Power BI Demo 10:00 AM – 10:30 AM Lab 1 Accessing& Preparingthe data 10:30 AM – 10:45 AM Break 10:45 AM – 11:15 AM Lab 1 Solution + Questions 11:15 AM – 11:45 AM Lab 2 Data Modeling and Exploration 11:45 AM – 12:15 PM Lab 2 Solution + Questions 12:15 PM – 01:00 PM Break for lunch Afternoon 01:00 PM – 01:30 PM Lab 3 Visualizations 01:30 PM – 02:00 PM Lab 3 Solution + Questions 02:00 PM – 02:30 PM Lab 4 PublishingandaccessingReports (optional Power BI Service demo) 02:30 PM – 02:45 PM Break 02:45 PM – 03:15 PM Lab 4 Solution + Questions 03:15 PM – 03:45 PM Lab 5 Buildinga Dashboardand Sharing 03:45 PM – 04:15 PM Lab 5 Solution + Questions 04:15 PM – 05:00 PM Q&A
  • 6. Digital Feedback Loop Data + intelligence Optimize operations Transform products Empower employees Engage customers 1 Data Capture digital signal across business 2 Intelligence Connect and synthesize data 3 Action Improve business outcomes
  • 7. Digital Feedback Loop Optimize operations Transform products Empower employees Engage customers 1 Data Capture digital signal across business 2 Intelligence Connect and synthesize data 3 Action Improve business outcomes Data + intelligence
  • 8. Microsoft Power Platform The low-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications Innovationanywhere.Unlocks valueeverywhere. Power BI Business analytics Power Apps Application development Power Automate Process automation Power Virtual Agents Intelligent chatbots Data connectors Portals AI Builder Common Data Service
  • 9. The Evolution of BI 1st wave Corporate BI IT to end user 2nd wave Self-service BI Analyst to end user 3rd wave End user BI Everyone
  • 10. PowerBI Break down data silos and enrich your data with intelligence All Data For Every Decision Integrate trusted and secure BI into the fabric of your organizationandapps Power BI drives a data culture for everyone and every decision Create rich-interactive data experiences with AI infusedinsights For Everyone
  • 11. Why Power BI? Power BI Desktop is free Real time dashboards and interactive reports Natural Language query & AI insights Custom visualizations and custom connectors Integration with Excel, Power Point, SharePoint and TEAMS
  • 17. The LARGEST GLOBAL FOOTPRINT 43 Languages Primary and backup​ datacenters worldwide​ 40 National Clouds US Government​, China​ & Germany​
  • 18. February 2020 A Magic Quadrant Leader in Analytics & BI Platforms* *Gartner “Magic Quadrant for Analytics and Business Intelligence Platforms,” by James Richardson, Rita Sallam, Kurt Schlegel, Austin Kronz, Julian Sun 11 February 2020 The above graphics were published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
  • 19. Microsoft Positioned as a Leader in The Forrester Wave™ Enterprise BI Platforms (Vendor-Managed), Q3 2019* “…in the last two to three years Power BI is getting a lot of attention…” The Forrester Wave™ Enterprise BI Platforms (Vendor-Managed) 03/2019 “They are leapfrogging competitors.” – Boris Evelson Vice President, Principal Analyst Source: Forrester Research, Inc. Unauthorized reproduction, citation, or distribution prohibited.
  • 22. Lab overview Prepare Explore Visualize Share & collaborate
  • 23. Access all your DATA Prepare Explore Visualize Share & collaborate Data sources SaaS solutions e.g. Marketo, Salesforce, GitHub, Google Analytics Organizational Corporate data sources or external data services On-premises Data Azure services Azure SQL, Stream Analytics… Excel files Power BI Desktop files Data from files, databases, Azure, and other sources Connect to 135 + data sources, both on-premises and cloud Data from Applications • SaaS services that you alreadyuse Data from your organization • Content publishedby others in your org (Datasets and Dataflows) Big data and more • Azure data services,e.g. SQL DW, ADLS. • On-premises data sources, e.g. Oracle & SSAS Data from files • Import data from Text, CSV, Excel and Power BI Desktop files
  • 24. Clean and mash-up your DATA Prepare Explore Visualize Share & collaborate Consolidate data from a broad range of sources • Merge or append queries to combine data from multiple queries into a single query Transform data to fit your needs using intuitive UI • Select data for inclusion • Cleanse data and remove errors Define calculations to generate new fields for use in reports Develop advanced analytics using a combination of measures and relationships • Uncover correlations, highlight exceptions and understand business outcomes
  • 25. Lab 01 - Accessing & Preparing the data
  • 26. Explore your DATA Prepare Explore Visualize Share & collaborate Explore data in a variety of ways and across multiple visualizations using drag and drop canvas Dig deeper into your reports • Drill-down in your hierarchical data • Filter, sort, hover over and highlight data Leverage Quick Insights to find insights in your data Ask questions of your data in natural language with Q&A • Type questions in plain language • Q&A intelligently filters, sorts, aggregates, groups and displays data based on the question
  • 27. Lab 02 - Data Modelling and Exploration
  • 29. Maximize your BI investments with Azure Synapse Analytics Free Infographic Free Whitepaper Free eBook Free eBook Get Started Today with a Free Azure Synapse Analytics Trial
  • 30. Explore and share your data stories In the Data Stories Gallery And COVID-19 Data Stories Gallery
  • 31. Lab overview Prepare Explore Visualize Share & collaborate
  • 32. Prepare Share & collaborate Explore Visualize Visualize your DATA Visualize data in a variety of ways Growing number of visualization types • Donuts, basic area, waterfall, filled maps, tree maps, funnel, gauges combo charts and more • Custom visuals available from Power BI Visuals Marketplace • Tools to develop, test, package new custom visuals Visualizations on report page are connected – select value in one visualization to change other visualizations Full screen pop out mode for report visuals to show additional details
  • 34. Bring your story to life with DATA Prepare Explore Visualize Share & collaborate Save Power BI Desktop report files and easily publish them to powerbi.com Access dashboards using native mobile apps for Windows, iOS and Android Share as appropriate with other Power BI users in your organization Package your reports in apps for easy consumption and control Easily embed interactive Power BI visualizations in blog posts, websites, through emails or social media With Power BI Publish to web
  • 35. Access your story everywhere with Mobile Prepare Explore Visualize Share & collaborate Access dashboards using native mobile apps for Windows, iOS and Android Easy sign in page Quick Access reports Your personal Recent Activity feed
  • 36. Lab 04 - Publishing and accessing Reports
  • 37. Lab 05 - Building a Dashboard and Sharing
  • 38. Get Started Now at PowerBI.com
  • 39. Q&A